Create a global homepage or a homepage for specific users

Create a global homepage or a homepage for specific users

You can create and edit a global homepage that is accessible to all users, or
homepages that are accessible to users with specific roles.

Before you begin

Role required: admin

Procedure

Navigate to the Homepage Admin > Pages.

Click New.

Complete the form.

Table 1. Portal page fields

Field

Description

Title

Enter the title of the homepage that appears at the
top.

Selectable

Select this option to make the homepage appear in the
Switch to page choice list
for users. If you specify a user or a role, only the
specified user or the users with the specified role can
see the page in the choice list.

View

Enter a unique value that you can use when
referencing a global homepage in a URL or module. The
View value must be unique. Otherwise, if the View is
used by multiple homepages, the Edit Homepage link may
not redirect to the current homepage record. Specify a
view to be able to edit the homepage for all users who
can access it.

User

If you want the homepage to be a personal homepage
for a specific user, select it here. Clear this field to
keep the homepage global or if you want to specify the
roles that are required to access the homepage.

Note: If
this field is populated, the homepage cannot be
global.

Order

Enter a value that specifies where in the choice list
of homepages that this page appears. Lower values move
the page up the choice list.

Write roles

Specify the roles you want users to have to edit this
homepage. Write roles limit who can make edits to the page, such as adding
and moving widgets or deleting the homepage. For more information, see Secure a homepage.

Note: Users who only have Read access create new
versions of a homepage when they edit the
homepage.

Read roles

Specify the roles you want users to have to view this
homepage. Read roles limit who can view the page. The User field takes
precedence over this field. If you specify a user in the
User field, only that user
can view the homepage, regardless of what roles you add
here and regardless of what role that user
has.

Note: Users who only have Read access create new
versions of a homepage when they edit the
homepage.

Note: If no write roles are
specified on a homepage, then any user with one of
the specified read roles may access this page and
delete it. For more information, see Secure a homepage.

Note: Click Edit Homepage to make
changes to a global homepage that take effect for all users who can access
the homepage. If you click View Homepageand make
changes, a personal homepage is automatically created for you and those
changes take effect only on that personal homepage. To see the
Edit Homepage link, you must enter a value in the
View field.

Figure 1. Portal Page form for the asset overview homepage

Table 2. Related links

Edit Homepage

Edit the homepage as a global homepage. Any changes
you make when editing the homepage are visible to all
users who can access it.

View Homepage

View the homepage as a user would. Any changes you
make when viewing the homepage automatically create a
personalized version of the homepage.

Note: You can also add the homepage as a module link in the application
navigator.

The new homepage is available in the Switch to Page
choice list for the users you specified or for all non-ESS users if the
homepage is global.